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iShares ESG Aware US Aggregate Bond ETF
EAGG

414 hedge funds and large institutions have $3.28B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 199 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 132

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

3% more capital invested

Capital invested by funds: $3.17B → $3.28B (+$109M)

0% more funds holding

Funds holding: 412 → 414 (+2)

1.65% less ownership

Funds ownership: 83.76% → 82.1% (-1.7%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
414
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
37
Increased
199
Reduced
132
Closed
30
Calls
$504K
Puts
–
Net Calls
+$504K
Net Calls Change
+$508K

Top Buyers

Rank Fund Capital Flow
1
RWP
RWA Wealth Partners
Massachusetts
+$17.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$15.1M
3
Franklin Resources
Franklin Resources
California
+$14.1M
4
Betterment LLC
Betterment LLC
New York
+$12.8M
5
JP Morgan Chase
JP Morgan Chase
New York
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.7M
2
BlackRock
BlackRock
New York
-$15.3M
3
GEM
Global Endowment Management
North Carolina
-$8.03M
4
BRIA
Balanced Rock Investment Advisors
Massachusetts
-$5.45M
5
Goldman Sachs
Goldman Sachs
New York
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
401
Larson Financial Group
Missouri
$7.56K – – –
CAM
402
Clarity Asset Management
Iowa
$6.9K +$47 +1 +0.7%
1NWS
403
1 North Wealth Services
Maryland
$6.66K – – –
WP
404
WealthShield Partners
North Carolina
$4.66K – – –
VWA
405
VSM Wealth Advisory
Maryland
$3.21K – – –
ADL
406
Asset Dedication LLC
California
$3.14K +$3.1K +66 New
GI
407
GAMMA Investing
California
$3K -$3.99K -85 -57%
AAS
408
Ameritas Advisory Services
Nebraska
$2.81K +$2.77K +59 New
NB
409
NBT Bank
New York
$2.19K – – –
WCM
410
Winthrop Capital Management
Indiana
$2K – – –
TAM
411
Tucker Asset Management
Colorado
$1.95K +$1.93K +41 New
CTWM
412
Cherry Tree Wealth Management
Minnesota
$809 – – –
MEG
413
Millstone Evans Group
Colorado
$808 – – –
Bank of Montreal
414
Bank of Montreal
Ontario, Canada
$238 +$235 +5 New
Russell Investments Group
415
Russell Investments Group
United Kingdom
$3 – – –
GEM
416
Global Endowment Management
North Carolina
– -$8.03M -169,079 Closed
CF
417
Cantor Fitzgerald
New York
– -$1.42M -30,000 Closed
Susquehanna International Group
418
Susquehanna International Group
Pennsylvania
– -$848K -17,859 Closed
WWA
419
WCG Wealth Advisors
Nevada
– -$776K -16,341 Closed
AFA
420
Arlington Financial Advisors
California
– -$645K -13,591 Closed
TC
421
TownSquare Capital
Utah
– -$629K -13,238 Closed
SA
422
Sovran Advisors
California
– -$468K -9,981 Closed
VCP
423
Verus Capital Partners
Arizona
– -$464K -9,766 Closed
FAIM
424
Financial Advocates Investment Management
Washington
– -$312K -6,563 Closed
CP
425
Canopy Partners
Ohio
– -$292K -6,140 Closed
14 15 16
17
18

EAGG Hedge Fund Activity: Q2 2025 in Review

414 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2025, worth a combined $3.28B — up 3.4% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EAGG positions and 30 closed out — a net gain of 7 holders — while 199 added to existing stakes and 132 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $17.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $18.7M.

  • 414 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2025, up from 412 in Q1 2025.
  • Funds reported $3.28B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2025, up 3.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2025 and 30 closed out, a net change of +7 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2025 was RWA Wealth Partners, an estimated $17.3M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2025.